Google's AI Push Everywhere, Samsung's Risky Tri-Fold Bet, and the Infrastructure Play That Matters
Manage episode 519064350 series 3697245
Google releases its November Pixel Feature Drop with Private AI Compute, a privacy-focused cloud platform that mirrors Apple's approach by encrypting data so even Google can't see it. Google Photos gets a major upgrade with on device Nano Banana image generation, conversational editing, and natural language search—all available on Android and iOS to break into Apple's ecosystem. Samsung's first tri-fold smartphone is coming with dual hinges and tablet-sized screens, but durability remains the biggest question mark for a device priced at over $2,000. Meta loses Yann LeCun, one of the fathers of modern AI and its chief AI scientist, just months after Mark Zuckerberg committed billions to AI hiring, raising questions about the company's ability to compete. SoftBank liquidates fifteen billion dollars in Nvidia and T-Mobile stock not because they're panicking on AI, but because they're doubling down on Project Stargate infrastructure—suggesting the real value in AI is control over compute farms, not chip companies.
- https://www.theverge.com/news/818364/google-private-ai-compute
- https://www.phonearena.com/news/nano-banana-is-now-in-google-photos-and-even-ios-users-can-use-its-best-features_id175655
- https://www.geeky-gadgets.com/samsung-galaxy-z-tri-fold-availability
- https://www.benzinga.com/markets/tech/25/11/48777034/metas-ai-chief-scientist-to-reportedly-depart-launch-own-startup-amid-zuckerbergs-ai-push
- https://www.benzinga.com/markets/equities/25/11/48775301/softbank-offloads-15-billion-nvidia-and-t-mobile-stakes-to-fund-ai-push
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